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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
951
Beverly Hills Private Wealth
California
$1.42M -$94.1K -217 -6%
FPCP
952
Fort Point Capital Partners
California
$1.41M -$45.5K -105 -3%
RAM
953
Readystate Asset Management
Illinois
$1.39M +$1.42M +3,271 New
MWS
954
Maxwell Wealth Strategies
California
$1.39M +$1.43M +3,297 New
FFO
955
Fiduciary Family Office
Florida
$1.38M -$46.4K -107 -3%
SC
956
Savant Capital
Illinois
$1.38M -$238K -548 -14%
TCM
957
Teza Capital Management
Illinois
$1.38M +$801K +1,849 +133%
CB
958
Cadence Bank
Mississippi
$1.38M -$45.9K -106 -3%
WPC
959
Wedmont Private Capital
Pennsylvania
$1.37M +$36K +83 +3%
AIM
960
Anchor Investment Management
South Carolina
$1.37M -$16K -37 -1%
CAG
961
Csenge Advisory Group
Florida
$1.37M -$55.5K -128 -4%
AWC
962
Abundance Wealth Counselors
Pennsylvania
$1.36M +$42.5K +98 +3%
RWA
963
River Wealth Advisors
Pennsylvania
$1.36M -$12.6K -29 -0.9%
WSFS
964
Wilmington Savings Fund Society
Delaware
$1.35M +$1.37M +3,171 New
JWM
965
JPL Wealth Management
Colorado
$1.35M +$254K +585 +23%
BB
966
Bell Bank
North Dakota
$1.35M -$199K -460 -13%
SF
967
Summit Financial
New Jersey
$1.35M -$42.9K -99 -3%
HI
968
Handelsinvest Investeringsforvaltning
Denmark
$1.34M -$247K -571 -15%
NFG
969
Nations Financial Group
Iowa
$1.33M +$984K +2,270 +264%
AIA
970
AIMZ Investment Advisors
California
$1.33M +$1.35M +3,122 New
CNBT
971
Canandaigua National Bank & Trust
New York
$1.32M -$433 -1 -0%
TNB
972
Thomasville National Bank
Georgia
$1.32M -$2.28M -5,270 -63%
CCA
973
Checchi Capital Advisers
California
$1.32M +$6.07K +14 +0.5%
WWM
974
Western Wealth Management
Colorado
$1.31M +$92.3K +213 +7%
DWT
975
Dorsey & Whitney Trust
South Dakota
$1.31M +$13K +30 +1%